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531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-10-30 |
Branch Locations
4200 E. Skelly Drive Suite 950, Tulsa, OK 74135 • United States
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-06-29 |
Branch Locations
4200 E. Skelly Drive Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Asset Management | Tulsa | OK | 10/2014 | 10/2017 |
| Msec, Llc | Tulsa | OK | 10/2017 | 08/2024 |
| Mariner Retirement Advisors | Tulsa | OK | 10/2017 | 06/2018 |
| Mariner Wealth Advisors | Tulsa | OK | 06/2018 | Present |
| Mariner Institutional | Winter Park | FL | 10/2024 | Present |
MARINER WEALTH ADVISORS, 4200 E. SKELLY DR., SUITE 950, TULSA, OKLAHOMA74135. INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 10/2017; 40 HRS/WK DURING SECURITIES HOURS. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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